In terminal in 2015 under the influence of weak demand, no fabs, Fabless IC design industry had a hard year. TrendForce extension 墣 industry research institute forecast for 2015 global without fabs IC design output growth rate was negative 8.5%, about $80.52 billion, Taiwan has no fabs IC design output 9.5% annual growth rate decline, of about $15.46 billion.
Tinto 墣 semiconductor analyst, said Chen book end demand in 2016 will be a slightly better in 2016, however, smart phones, laptops demand growth limited, tablet computer sustained recession, emerging applications such as Internet and early stage, output value contribution is still low, so the IC design industry's operating still difficult, annual output value is still hard to out of recession. Tinto 墣 forecasts for 2016 global without fabs in IC design output growth rate decline 4.1%, no fabs Taiwan IC design output 1.4% annual growth rate decline.
In 2016 the overall IC design industry trend analysis is as follows:
Processor chips continue to fall, China's IC design industry sustainable competitive
In 2015 the global top 10 with Taiwan IC design companies more than half the present recession, including the number one cause of the processor chip maker qualcomm and mediatek. Processor chip is still intense market competition, the Chinese IC design trade show - with a plenty of money, is offering a cheap solution to improve the low end of the chip market share in a city, coupled with the dollar, the processor chip prices slipped on average about 15 ~ 20%. Chen book said that due to the processor chip factory function difference, plus China IC design industry engaged in development related chips, 2016 processor chip prices will continue to slide.
The operators homemade processor to create differentiation
Chen book says, when the smartphone is higher and higher homogeneity, homemade processor to become one of the operators of differentiation in the development of mobile phones. Such as samsung in the Galaxy S6 / S6 Edge, fully use their processor Exynos in 7420, huawei, haisi through TSMC foundry kirin 950.
In addition, lg is prepared in 2016, the flagship of the machines with the second generation NUCLUN processor, and millet also released and core of the cooperation, do not rule out the possibility of research and development of the processor itself. Due to the high required inputs into the processor, the technical barriers to entry, new operators should have sufficient technical skills, should also ensure that ship terminal in sufficient quantity to support the processor's development costs. So in a short period of time not pose threat to the chip business, but have the opportunity to become the chip maker's long-term potential crisis.
Consolidation trend continues, in view of automotive electronics, Internet, data center, and other areas of the potential of growth
Chen book said that the 2016 global IC industry consolidation trend is still ongoing, and merger will more for automotive electronics, Internet of things, such as data center has the growth potential in the field. In fact, the situation in 2015 had fermentation, such as high anwar (Avago) IC design companies to layout telecom market and the field of cloud computing, mergers and acquisitions in May for the broadcom; Purple light group with 51% stake in China three communication technology co., LTD. (H3C), and a stake in American witten (Western Digital), deep tillage data center market.
